Project Name
B2B Sales Network Unified on Salesforce for a Listed Indian Steel and Cement Manufacturer
A BSE/NSE-listed Indian steel and cement conglomerate with 4,000+ employees across Uttar Pradesh and Gujarat ran its entire B2B distribution network on paper registers, phone calls, and spreadsheets. Attendance was unverified, travel claims had no GPS evidence, dealer performance required manual ERP extraction, and the influencer loyalty programme was managed entirely offline. Two ERPs – GenNext for cement and SAP S/4HANA for steel – surfaced no real-time data to the sales network. Applying its AI-First approach, Ksolves delivered a Salesforce Sales Cloud and Experience Cloud platform with five-role RBAC, GPS attendance, live ERP-synced dashboards, and a digital influencer programme in 45 days.
- No Unified Platform for Five Roles: Field employees, distributors, dealers, retailers, and influencers each managed their part of the sales lifecycle on paper, phone calls, and spreadsheets - no shared data model, no cross-role visibility.
- Field Force With No GPS Accountability: Attendance recorded in physical registers with no geo verification. Travel claims submitted on paper with no KM evidence or photo capture - zero real-time field visibility for management.
- Performance Tracking on Last Week's Data: Target vs actual required manual ERP extraction and spreadsheet compilation - management reviewed stale data. At the same time, the sales force had no live view of their own achievement.
- No Credit or Ledger Self-Service: Distributors and dealers phoned finance teams to check credit balances and request limit increases - daily operational friction with no digital workflow or self-service mechanism.
- Influencer Programme Entirely Offline: Enrolment, point tracking, and redemption payments managed in spreadsheets with no digital audit trail - expensive to administer and opaque to participants.
- Two ERPs, No Sales-Layer Integration: GenNext cement ERP and SAP S/4HANA steel ERP held all order and ledger data but surfaced none of it to the sales network - no dispatch visibility, no mobile order capability.
Ksolves built a Salesforce Sales Cloud and Experience Cloud platform around one principle: one app, one data model, five fully isolated stakeholder experiences. Delivered mobile-first for Android in 45 days, with Phase 1 GenNext ERP integration live and SAP S/4HANA scoped for Phase 2.
- Five-Role RBAC Architecture: Unified Salesforce RBAC delivers five fully isolated role experiences - Employee, Distributor, Dealer, Retailer, and Influencer - each accessing only permitted data and workflows from one Salesforce instance, with OTP-based mobile login for all external stakeholders.
- Geo-Tagged Attendance and Travel Allowance: GPS attendance punching captures geo coordinates at every visit, with bike meter readings, photo capture, KM calculation, and automated travel allowance - giving management a verifiable real-time field audit trail.
- Live Target vs Actual Prorata Dashboards: Live dashboards show monthly target, achievement to date, pro-rata percentage, and balance target at every stakeholder level - synced from GenNext ERP with zero manual reporting.
- Mobile Sales Order Lifecycle: Complete mobile order flow from placement to dispatch - auto-approval, status tracking, PDF download, and push notifications with truck and driver details, no phone calls required.
- Credit Limit and Ledger Self-Service: Distributors and dealers check credit balances, submit increase requests, and view age-wise ledger outstanding - with WhatsApp and email sharing directly from the mobile app.
- Influencer Loyalty and GenNext ERP Integration: Digital influencer programme with points accrual, scheme visibility, and payment gateway redemption - alongside Phase 1 GenNext ERP REST API integration for live order, dispatch, and ledger data.
Technology Stack
| Category | Technology |
|---|---|
| Platform | Salesforce Sales Cloud |
| Architecture | Salesforce Experience Cloud + RBAC |
| Mobile | Salesforce Mobile App (Android) |
| Integration | GenNext ERP (Phase 1) + SAP S/4HANA (Phase 2) |
| Analytics | Performance Dashboards + Daily Reports |
| Platform | Influencer Loyalty + Payment Gateway |
- Field Force Visibility Transformed: Geo-tagged attendance, GPS-verified travel allowance with photo evidence, and real-time manager dashboards replace paper registers - live field visibility with no manual data collection.
- Performance Tracking Live, Not Last Week: ERP-synced dashboards show monthly target, prorata achievement, and balance target for every employee, distributor, and dealer in real time - weekly spreadsheet reports eliminated.
- Sales Orders Fully Mobilised: Mobile order placement, digital approvals, live dispatch tracking, and push notifications with truck and driver details - no phone calls needed for order status at any stage.
- Influencer Programme Digitised and Scalable: Self-service points visibility, scheme tracking, and online redemption with payment gateway disbursement scale the programme without adding operational overhead.
- Credit and Ledger Self-Service Live: Credit balance, increase requests, and age-wise ledger with WhatsApp sharing give distributors and dealers instant financial visibility - routine finance queries eliminated.
“Our field team, distributors, dealers, and influencers all had different needs, but we had no single system that could serve all of them. Ksolves designed exactly the platform we were looking for – one app, five roles, real-time data from our ERP, and everything our field force needs to work productively from their phone.”
– President IT / CEO
A BSE/NSE-listed Indian steel and cement manufacturer running its entire B2B distribution network on paper registers, phone calls, and manual spreadsheets was transformed into a real-time, mobile-first sales operation through Ksolves’ Salesforce consulting services. A five-role RBAC platform built on Salesforce Sales Cloud and Experience Cloud delivered GPS attendance, live ERP-synced performance dashboards, mobile order management, digital credit self-service, and a scalable influencer loyalty programme – all in a single Android app within 45 days. GenNext cement ERP integration is live in Phase 1, with SAP S/4HANA steel integration and Agentforce AI coaching scoped for Phase 2.
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